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Find Top Financial Advisors in Ohio

Ohio, located in the Midwest region of the United States, has a population of over 11 million people. The state has a strong and diverse economy, with a cost of living 11% lower than the national average. Considering Ohio's thriving economy, it may be beneficial for you and your family to seek the assistance of a knowledgeable and certified financial advisor to help you grow your wealth. WiserAdvisor's directory of vetted financial advisors can help you. Financial advisors and advisory firms listed in our directory specialize in retirement planning, investment planning, estate planning, wealth management, financial planning, and more. These screened financial advisors have years of experience helping individuals in and around Ohio.

How To Find Trusted Financial Advisors in Ohio

Ohio has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Ohio have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Ohio mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Ohio.

Qualified Financial Advisors in Ohio

VETTED
Financial Advisor
Edelman Financial Engines, LLC
945 Windham CourtBoardman, OH 44512
100 East Business Way, Summit Woods I BuildingCincinnati, OH 45241
10100 Innovation DriveMiamisburg, OH 45342
ExperienceN/A
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Kevin KroskeyMBA, CFP®Edelman Financial Engines, LLC - tariktest700 Ghent Road, Suite 100Akron, OH 44333
Experience20 Years
AUM$600,000,000
Minimum Assets$500,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Ohio

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
945 Windham Court,Suite 2,Boardman,OH 44512Phone Number877-208-7414
100 East Business Way, Summit Woods I Building,Suite 360,Cincinnati,OH 45241Phone Number877-208-7414
10100 Innovation Drive,Suite 160,Miamisburg,OH 45342Phone Number877-208-7414
Kevin Kroskey
VETTED
Kevin KroskeyMBA, CFP®
Edelman Financial Engines, LLC - tariktest
About Kevin Kroskey
Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp
About Edelman Financial Engines, LLC - tariktest

About True Wealth Design, LLC:

As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).

Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management. 

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

Advisory Services Provided
Retirement Planning, Investment Advice & Management, Tax Advice and Services
Qualifications
CRD# 5288710Firm CRD# 143194Series 65
Compensation/Fee
Fee-Based
Office Location
700 Ghent Road, Suite 100,Akron,OH 44333
Phone Number
330-777-0688

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FINRA/SEC Registered Advisors

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Firm Name
FORT WASHINGTON INVESTMENT ADVISORS INCCincinnati, OH
No. of Advisors158
AUM$79,457,379,980
No. of Clients1444
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
NATIONWIDE FUND ADVISORSColumbus, OH
No. of Advisors135
AUM$78,252,229,704
No. of Clients130
Fee StructureA percentage of AUM
Firm Name
MEEDER PUBLIC FUNDS, INC.Dublin, OH
No. of Advisors48
AUM$54,569,476,420
No. of Clients741
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
DIAMOND HILL CAPITAL MANAGEMENT INCColumbus, OH
No. of Advisors127
AUM$30,011,530,941
No. of Clients3811
Fee StructureA percentage of AUM, Performance Based
Firm Name
TOUCHSTONE ADVISORS INCCincinnati, OH
No. of Advisors84
AUM$26,738,929,617
No. of Clients39
Fee StructureA percentage of AUM
Firm Name
SEQUOIA FINANCIAL GROUP, L.L.C.Akron, OH
No. of Advisors296
AUM$23,033,619,111
No. of Clients28338
Fee StructureA percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based
Firm Name
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONSCleveland, OH
No. of Advisors190
AUM$22,368,771,314
No. of Clients11645
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)
Firm Name
TOWNSEND HOLDINGS LLCCleveland, OH
No. of Advisors120
AUM$22,118,740,671
No. of Clients69
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
Firm Name
BAHL & GAYNOR INCCincinnati, OH
No. of Advisors80
AUM$20,095,080,277
No. of Clients3173
Fee StructureA percentage of AUM, Fixed fees
Firm Name
FEGCincinnati, OH
No. of Advisors133
AUM$19,848,561,829
No. of Clients185
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")Cincinnati, OH
No. of Advisors25
AUM$19,747,131,000
No. of Clients53
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
MAI CAPITAL MANAGEMENT, LLCCleveland, OH
No. of Advisors331
AUM$19,711,015,200
No. of Clients26826
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
Firm Name
MATSON MONEY, INC.Mason, OH
No. of Advisors61
AUM$19,647,408,985
No. of Clients30605
Fee StructureA percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)
Firm Name
JOHNSON INVESTMENT COUNSEL, INC.Cincinnati, OH
No. of Advisors151
AUM$18,609,057,968
No. of Clients15436
Fee StructureA percentage of AUM, Fixed fees
Firm Name
BOYD WATTERSON ASSET MANAGEMENT, LLCCleveland, OH
No. of Advisors121
AUM$17,878,495,158
No. of Clients1126
Fee StructureA percentage of AUM, Fixed fees, Performance Based

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